Strategic Planning Meeting

Strategic planning is a process used to define goals and the steps required to accomplish them. Use this meeting template to align the goals of a team or department with the company at large.

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Strategic Meeting
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Why are we developing this plan? What is the time frame for this plan?

Background statement

What information about your business is relevant to share?

Vision, values and mission statement

Reflect on the company’s vision, values and mission statement to ensure the planning aligns with the company priorities.

Problem statement

What is the problem we are trying to solve?

SWOT analysis

Conduct a SWOT analysis to help formulate your strategy.





Define goals

What are you hoping to achieve? How are you hoping to achieve it?

Executive summary

Formulate a quick overview of your strategic plan.


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